2012 SIXTH ANNUAL MEETING OF THE ACADEMY OF SPECIAL NEEDS PLANNERS

The 6th Annual Meeting of the Academy of Special Needs Planners was held in the historic Peabody Hotel in Memphis, Tennessee. The program focused on new developments in specal needs planning that would be affecting our members practice. The Sessions covered a wide range of issues including:

• Eric Skidmore from the SSA brought attendees a direct update on SSI policies.
• David Lillesand as well offered and Update on POMS.
• Jason Lazarus presented on MSAs and what we know about them two years later.
• Steve Riley's session dealt with growing one's practice and creating the right business plan for the right economic situation.

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National Meeting Chair: Michelle Fuller
Steering Committee: David Lillesand, Kevin Urbatsch, Vincent Russo

2011 Fifth Annual Meeting of the Academy of Special Needs Planners

Held in San Francisco, CA the Fifth Annual Meeting of the Academy of Special Needs Planners provided attendees with the practical solutions to the most common, and uncommon, client scenarios they face. Drawing on national experts, the Fifth Annual Meeting tasked its presenters to address the more advanced and complex issues of special needs planning while providing attendees with practical solutions and tools to implement them. Co-Chaired by Mike Gilfix and Kevin Urbatsch, this year’s meeting topics included: The Implications of Genetic Testing, Assessing Alternatives to SNT’s, Qualified Settlement Funds, Creative Housing Solutions and The New Health Care Act.
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National Meeting Co-Chairs: Mike Gilfix and Kevin Urbatsch
Steering Committee: Bruce Feder, Michele Fuller, Donna Meyer and Theresa Varnet

2010 Fourth Annual Meeting of the Academy of Special Needs Planners

Held in Charleston, SC attendees enjoyed two full days of presentation by nationally recognized leaders in the field of special needs planning. Beginning with a Key Note presentation by estate planning guru, Professor Jeffrey Pennell, attend a full day of presentations by a highly-experienced, multidisciplinary faculty of settlement professionals. With a theme of Strenghtening Our Roots and Extending Our Branches, this year's program successfully reminded practitioners of what core areas of the discipline they are expected to have mastered including drafting, medicare benefits, SSI/SSDI issues, and working with a Pooled Trust as well as some of the newer challenges attorneys are faced with such as Qualified Settlement Funds, veterans benefits and special ed law.
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National Meeting Co-Chairs: Frank Johns and Franchelle Millender
Steering Committee: Kevin Urbatsch, Evan Krame, Michele Fuller and Diedre Braverman

2009 3rd Annual Meeting of the Academy of Special Needs Planners

Held in Rancho Bernardo, CA, attendees enjoyed a full day of presentations by a highly-experienced, multidisciplinary faculty of settlement professionals. Presenters held several sessions exploring the viability of adding Special Needs Settlement Planning to a traditional special needs practice. The second day of the conference focused on topics ranging from planning for Veteran Benefits, to understanding income tax planning, valuation of estate taxes and selecting the appropriate Pooled SNT.
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National Meeting Co-Chairs: Tim Nay and Kevin Urbatsch
Steering Committee: Linda Durston , Evan Krame and Diedre Wachbrit

2008 2nd Annual Meeting of the Academy of Special Needs Planners

Held in New Orleans, LA, attendees enjoyed presentations from nationally recognized leaders in special needs planning as well as the lively exchange of ideas and experiences among colleagues.
ASNP sponsored a community service project - 25 meeting attendees arrived early to participate! Efforts focused on Families Helping Families, a non-profit that assists families with special needs.
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National Meeting Chairman: A. Frank Johns
Steering Committee: Evan Krame , Diedre Wachbrit , Mindy Suchinsky, Steven Bain, Kevin Urbatsch and Sheila Moragas

2007 1st Annual Meeting of the Academy of Special Needs Planners

The very first annual conference was held at Stone Mountain, GA. The consensus among attendees was that they learned a great deal. They left energized and anxious to return to their practices to apply their newly gained knowledge.
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National Meeting Chairman: Harry S. Margolis
Steering Committee: Vincent Russo and Diedre Wachbrit